Stax.ai, Inc

Stax.ai CX gives you two main ways to report on your data. Dashboards show live, visual widgets on screen. Custom reports turn your filtered

Understanding Filters, Views, and Reporting

Exporting to Excel gives you a portable copy of your CX data for analysis, auditing, or reporting outside the platform. You filter a list —

Exporting Data to Excel

The Daily Briefing in the CX system is a central hub for reporting and operational insights.

Your Daily Briefing

Create, publish, and share custom reporting dashboards.

Custom Dashboards

Learn about the three default dashboards in Stax.ai and how they track census collection, client health, and operational progress.

Viewing Dashboards Inside CX

Milestone Reports

Learn how to set custom filters, generate data driven reports, and get the right information when you need it.

Andrew Flowers

Gather insights using custom reports and dashboards.

Dashboards and Reporting

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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